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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,254 | $105,210-76.0% | $159,487-84.2% | $85,851-70.6% |
| Participation rate | 44.9% | 75.8%-30.9pp | 82.8%-37.9pp | 69.3%-24.4pp |
| Annual return | 16.85% | 45.08%-28.2pp | 263.71%-246.9pp | 318.63%-301.8pp |
| Employer contribution / active EE | $1,383 | $3,319-58.3% | $4,831-71.4% | $2,565-46.1% |
| Participant deferral / active EE | $2,837 | $5,946-52.3% | $7,354-61.4% | $3,952-28.2% |
| Admin fee / account holder | $425 | $6,934-93.9% | $10,804-96.1% | $6,261-93.2% |